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Specialized Deposition Techniques 2019


Speaker(s): Brian A. Katz, Jennifer Hurley McGay, Rosemary Halligan, Susan F. DiCicco
Recorded on: Mar. 29, 2019
PLI Program #: 250442

Rosemary Halligan is a founding partner of Stern Tannenbaum & Bell LLP. Ms. Halligan started her career at Shea & Gould, and before co-founding the Firm, she was a partner at Duane Morris LLP.

Ms. Halligan concentrates her practice in the commercial litigation field, focusing primarily on complex commercial litigation in areas including real estate, partnership and shareholder disputes, professional liability and trusts and estates law. She has also handled several employment-related litigation matters.

While Ms. Halligan frequently practices in both federal and state courts in New York, she also has appeared in federal and state courts in several jurisdictions outside of New York as well as at arbitrations, administrative hearings and mediations.

Ms. Halligan is admitted to practice in New York and Connecticut, as well as the United States District Courts for the Southern and Eastern Districts of New York and the United States Court of Appeals, Second Circuit.

Ms. Halligan graduated from Boston University School of Law, J.D., 1992 (cum laude) and the State University of New York, Oneonta, B.S., American History and Spanish.


Brian A. Katz is a litigation partner and focuses his practice on complex commercial disputes.

Brian maintains a broad-based commercial litigation practice and has extensive experience in financial markets disputes, and represents financial institutions in litigation and advisory matters involving a variety of instruments and transactions, including high-profile clients facing securities actions in both federal and state courts.  He also represents lenders, private investment funds, real estate developers, and mortgage loan servicers in disputes and advisory matters involving commercial and residential real estate transactions and projects.  In addition, Brian maintains a comprehensive general commercial litigation practice, which encompasses the representation of various business entities and executives in a broad array of matters, including breach of fiduciary duty claims and other business torts, breach of contract, licensing, false claims act, employment, and other disputes growing out of business relationships and transactions.  Employing a keen focus on practical tactics to achieve favorable results, Brian is equally comfortable in the court room, alternative dispute resolution proceedings, or at the negotiating table.  He also maintains an active counseling practice geared towards assisting clients in minimizing and addressing litigation risk at all stages of the business and dispute resolution cycle.

Brian received his J.D. from Boston University School of Law Magna Cum Laude where he was winner of the Homer Albers Prize in Moot Court Competition, and received his B.A. from Tulane University Magna Cum Laude.

Brian has been consistently named for inclusion to the New York Super Lawyers Rising Stars list, a Thomson Reuters lawyer rating service for lawyers under 40, since 2011.

 


Jennifer Hurley McGay represents individuals and companies in both small and large complex commercial disputes in state and federal courts, as well as in bankruptcy proceedings. Jennifer has experience litigating cases involving a broad spectrum of substantive issues, including business torts, class actions, contract, bankruptcy, securities law, intellectual property, and corporate issues. Her practice includes litigation involving structured products, such as CDOs, asset-backed securities and swaps. Jennifer has also litigated international conflicts of law issues and complex privilege disputes. The clients in these cases have been both plaintiffs and defendants engaged in a wide variety of industries, including financial services, oil and gas, cable and media, sporting goods, telecommunications, electronics, insurance, information technology, and cash management and financial technology. Jennifer handles matters during all phases of litigation through trial, appeal, and settlement. She also regularly counsels clients in ways to avoid or minimize litigation risks and is well versed in various forms of alternative dispute resolution, including arbitration and mediation.

Jennifer has been published in the New York Law Journal on issues involving the attorney client privilege and work product doctrine, rules of evidence and securities laws. From 2015-2017, Jennifer was a panel speaker for the Practicing Law Institute’s “Specialized Deposition Techniques” program. She was also a panel speaker in 2017 for Strafford’s “Rule 30(b)(6) Depositions in Class Action Litigation: Deposing or Defending Corporate Witness Depositions” program.

Jennifer received her J.D., magna cum laude, from the University of Toledo College of Law, where she served as an Editor of the Law Review and was admitted to the Order of the Coif. She received her B.A. from the State University of New York at Albany. Jennifer served as a judicial law clerk in the U.S. District Court for the District of Connecticut during 1996-1998. Following her clerkship, Jennifer practiced law in New York City for approximately twenty years, most recently at Morgan, Lewis & Bockius LLP, before joining Lewis Johs. 

Jennifer is admitted to practice in the States of New York and Ohio, the U.S. District Courts for the Southern and Eastern Districts of New York, the U.S. Court of Appeals for the Second Circuit, and the U.S. Supreme Court. She is a member of Federal Bar Association, American Bar Association, Suffolk Bar Association and Financial Women’s Association.


Susan F. DiCicco litigates securities and complex commercial cases, principally representing financial institutions and hedge fund managers in cases throughout the country. She focuses on complex financial transactions and fixed-income products (particularly structured finance transactions). Susan regularly assists clients with trading issues and disputes, as well as assessing risks on new complex products and formulating strategies for existing transactions. Clients recognize Susan as a practical litigator who is fully versed in their businesses. Susan serves as the practice leader for the firm’s global Commercial Litigation practice.

In the securities defense field, Susan litigates securities class actions and a variety of cases asserting fraud claims under the 1933 Act, the 1934 Act and state blue-sky statutes. She recently obtained a full dismissal for the syndicate of underwriters in the putative class action arising from the Fairway Markets IPO (SDNY), as well as a full dismissal for the underwriters in a putative class action involving the EveryWare global secondary offering (SD Ohio), which was affirmed on appeal.  She currently represents a national organic grocer in a putative securities class action filed in Arizona. She also advises clients in several matters involving commercial and residential mortgage-backed securities, asset-backed securities, structured products, CDOs, CLOs, distressed debt trades, repos, whole loans, loan participations, and a variety of swaps and options.

In the complex commercial space, Susan handles a wide variety of litigation for institutional parties, including real estate disputes, banking litigation, lender liability litigation, bankruptcy litigation, and secured lending disputes. She also serves as national coordinating litigation counsel for a real estate investment manager.